Bill Schmick

Bill Schmick is registered as an investment advisor representative of Onota Partners, Inc., in the Berkshires. Bill’s forecasts and opinions are purely his own and do not necessarily represent the views of Onota Partners, Inc. (OPI). None of his commentary is or should be considered investment advice. Anyone seeking individualized investment advice should contact a qualified investment adviser. None of the information presented in this article is intended to be and should not be construed as an endorsement of OPI, Inc. or a solicitation to become a client of OPI.

Any mention of specific securities or investments is for illustrative purposes only. Adviser’s clients may or may not hold the securities discussed in their portfolios. Adviser makes no representations that any of the securities discussed have been or will be profitable.

The reader should not assume that any strategies, or specific investments discussed are employed, bought, sold or held by OPI.

Direct your inquiries to Bill at 1-413-347-2401 or e-mail him at billiams1948@gmail.com.
    Dementia and Your Portfolio
    Dementia and Your Portfolio

    By Bill Schmick
    September 29, 2016

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    Health Savings Accounts Are a Good Idea
    Health Savings Accounts Are a Good Idea

    By Bill Schmick
    August 18, 2016

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    How to Mess Up an Inherited IRA
    How to Mess Up an Inherited IRA

    By Bill Schmick
    August 4, 2016

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    Tax Breaks for College Savings

    By Bill Schmick
    July 14, 2016

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    Estate Planning—The Final Chapter

    By Bill Schmick
    May 12, 2016

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    Leaving your Legacy

    By Bill Schmick
    April 22, 2016

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